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First Trust Value Line Dividend Fund

480 hedge funds and large institutions have $7.02B invested in First Trust Value Line Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 205 increasing their positions, 168 reducing their positions, and 27 closing their positions.

Holders
480
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
8.3%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
0.93%
New
31
Increased
205
Reduced
168
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAAS
101
Capital Asset Advisory Services
Michigan
$6.87M +$172K +4,799 +3%
FCB
102
First Command Bank
Texas
$6.85M -$467K -13,040 -6%
FCFS
103
First Command Financial Services
Texas
$6.85M -$467K -13,040 -6%
APA
104
American Portfolios Advisors
New York
$6.77M -$519K -14,506 -7%
BFS
105
Bickling Financial Services
Massachusetts
$6.59M +$520K +14,521 +9%
FPWM
106
FSB Premier Wealth Management
Iowa
$6.55M +$67.7K +1,892 +1%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$6.49M -$231K -6,456 -3%
BPFA
108
Barnes Pettey Financial Advisors
Mississippi
$6.48M -$87K -2,431 -1%
CCFM
109
Clear Creek Financial Management
Washington
$6.47M +$346K +9,662 +6%
FNWM
110
Financial Network Wealth Management
Utah
$6.2M +$19.3K +539 +0.3%
WAP
111
Wealthcare Advisory Partners
Pennsylvania
$6.09M +$909K +25,396 +18%
OC
112
Oppenheimer & Co
New York
$5.87M +$137K +3,819 +2%
DFA
113
DHJJ Financial Advisors
Illinois
$5.85M +$57.3K +1,598 +1%
FA
114
Flagstar Advisors
New York
$5.71M +$307K +8,589 +6%
AFP
115
Ausdal Financial Partners
Iowa
$5.58M -$172K -4,797 -3%
IF
116
Integrity Financial
Wyoming
$5.53M -$198K -5,523 -3%
PA
117
PFG Advisors
Arizona
$5.45M +$185K +5,177 +4%
CA
118
Claro Advisors
Massachusetts
$5.35M
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$5.19M +$176K +4,888 +4%
FFS
120
Founders Financial Securities
Maryland
$5.15M -$280K -7,818 -5%
KCFA
121
Key Client Fiduciary Advisors
New Jersey
$5.04M +$56.7K +1,583 +1%
BG
122
Benedetti & Gucer
Georgia
$5.01M -$176K -4,918 -3%
SFWC
123
Strategic Family Wealth Counselors
New Jersey
$4.96M +$200K +5,582 +4%
TI
124
tru Independence
Oregon
$4.82M +$138K +3,867 +3%
CCIA
125
Cherry Creek Investment Advisors
Colorado
$4.8M +$326K +9,109 +7%